Life Planning Partners’s Eli Lilly LLY Stock Holding History

Life Planning Partners’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17	Closed	-$9.91K	–	158
2023 Q4	$9.91K	Buy	+17	New	+$9.92K	0.01%	158

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Life Planning Partners's LLY Position: Q1 2024 in Review

Life Planning Partners sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 17 shares — an estimated $9.91K sold.

Life Planning Partners first reported a position in LLY in Q4 2023 and held it in 1 quarter. The position peaked at $9.91K in Q4 2023. 3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

Life Planning Partners reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 17 Eli Lilly shares in Q1 2024, an estimated $9.91K.
Life Planning Partners first reported a position in Eli Lilly in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Eli Lilly position peaked at $9.91K in Q4 2023.
3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.